401(k) Plan Specialist Job at 401GO, Sandy, UT

ay82cDMxTjhDK3JzUDdkSWdTU0d6TkdvMnc9PQ==
  • 401GO
  • Sandy, UT

Job Description

401GO is a rapidly growing fintech start-up with a relentless focus on helping hard-working Americans prepare for retirement. We have built the world's most advanced and fully automated retirement platform, and we are seeking an experienced 401(k) Plan Specialist to join our team. This role will assist with compliance-required document reviews, plan transfers, corrections, and profit-sharing processes.

Who We’re Looking For

We need a highly skilled professional with multiple years of experience in 401(k) administration who is comfortable navigating all aspects of a company's 401(k) plan, including compliance, plan document provisions, and required corrections. While we prefer a Utah-based candidate , we are open to considering qualified applicants from across the United States.

Key Responsibilities

  • Provide expertise and guidance to customers and internal teams regarding 401(k) compliance and administration.
  • Conduct compliance-related reviews, including Nondiscrimination Testing (ADP/ACP, Top Heavy, 410(b), etc.) and profit-sharing calculations.
  • Navigate and interpret plan documents (adoption agreements, SPDs, disclosures, and notices) and assist with amendments or modifications as necessary.
  • Assist in 401(k) plan conversions and transfers from one provider to another.
  • Work closely with the Client Success Team to support customers with compliance-related issues.
  • Ensure timely and professional communication with internal and external stakeholders.
  • Identify process improvements to enhance efficiency without sacrificing quality.

What You Bring To The Table

  • 4+ years of experience in ERISA 401(k) administration.
  • Deep understanding of 401(k) compliance regulations, corrections, and nondiscrimination testing.
  • Experience with plan document interpretation and modification.
  • Strong analytical and problem-solving skills.
  • Excellent communication skills, both written and verbal.
  • Ability to quickly learn and navigate new systems.
  • Highly organized with a strong time management skillset.
  • A collaborative mindset—able to support team members and contribute to company growth.
  • QKA certification is preferred but not required.

Bonus Points For

  • Experience in 401(k) plan conversions.
  • Prior start-up or fintech experience.
  • Background in payroll integration with 401(k) plans.
  • Familiarity with Getting Things Done (GTD) methodology.
  • Ability to speak fluent Pig Latin (kidding, but hey, if you can, that’s fun!).

What We Offer

  • An awesome 401(k) plan (of course!).
  • Generous stock option plan—be part of our growth and success.
  • Flexible work environment—work where you’re most productive.
  • Health insurance coverage.
  • Flexible work hours—get your best work done on your schedule.
  • Plenty of PTO—we believe in work-life balance.
  • Fully stocked kitchen (when you’re in the office).
  • At 401GO, we believe in investing in our employees just as much as we invest in helping Americans secure their financial future. If you’re passionate about 401(k) administration and want to be part of a fast-paced, innovative company, we’d love to hear from you!

E04JI800lnui407f1xr

Job Tags

Flexible hours,

Similar Jobs

Arrow Construction

General Laborer (Underground) Job at Arrow Construction

 ...All applicants will be required to pass a drug, Pre-Employment physical, and background test. Great Pay & Benefits (Health, Pension / 401k & Safety Incentive). Pay depending on experience. Please apply in person @ 17805 Comconex Rd, Manteca, CA 95366 or go online... 

Olesky & Associates

Adult Nurse Practitioner, Outpatient Office-based Addiction Treatment Job at Olesky & Associates

 ...accepted) Adult-NP - Fantastic opportunity for an experienced nurse practitioner to join a pioneer and visionary addiction medicine...  ...patient care for mostly opioid and alcohol addiction at any of our outpatient locations. You will be working on adopting the mission and... 

Diane's Travel Business

Personal Travel Assistant-Entry Level (Virtual) Job at Diane's Travel Business

We are seeking a highly organized and customer-focused Personal Travel Assistant to join our remote team. In this role, you will assist clients with booking travel arrangements, managing itineraries, and providing tailored recommendations to enhance their travel experience...

Vero Networks

Finance Analyst - FP&A Job at Vero Networks

 ...a Financial Planning & Analysis (FP&A) Analyst to support our finance team with financial modeling, forecasting, reporting, and strategic...  .... ~2-4 yearsof experience in FP&A, financial modeling, or corporate finance. ~ Advanced proficiency inExcel(financial modeling,... 

Muv Fitness

Fitness Consultant Job at Muv Fitness

 ...Mv Fitness is in the RESULTS business! With our expansion plans, hiring quality staff is essential for our growth! A Mv Fitness Consultant has to be the best in the business. A Fitness Consultant is the first contact a potential member will have with our company. The...